BOSTON FAMILY OFFICE LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, BOSTON FAMILY OFFICE LLC held in its portfolio 310 assets valued at $1,577,117 (i.e. $1.58M).
The most valuable assets in the portfolio included: Apple Inc. ($77.87K), Microsoft Corporation ($66.72K), and Alphabet Inc. Class C ($63.67K).
The chart below shows the top 10 valuable assets, and the table below shows the top 310 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BOSTON FAMILY OFFICE LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Apple Inc. | 286427 | 77868 | COM |
| Microsoft Corporation | 137970 | 66725 | COM |
| Alphabet Inc. Class C | 202884 | 63665 | CAP STK CL C |
| Amazon.com, Inc. | 258650 | 59701 | COM |
| Visa Inc. Class A | 138224 | 48477 | COM CL A |
| Vanguard S&P 500 ETF | 61006 | 38259 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF Trust | 50693 | 34568 | TR UNIT |
| Berkshire Hathaway Inc. Class B | 60552 | 30436 | CL B NEW |
| S&P Global, Inc. | 55702 | 29109 | COM |
| Union Pacific Corporation | 123909 | 28663 | COM |
| Rockwell Automation, Inc. | 71984 | 28007 | COM |
| Iqvia Holdings Inc | 120218 | 27098 | COM |
| NVIDIA Corporation | 144130 | 26880 | COM |
| Ecolab Inc. | 94129 | 24711 | COM |
| Stryker Corporation | 69380 | 24385 | COM |
| Salesforce, Inc. | 89437 | 23693 | COM |
| Thermo Fisher Scientific Inc. | 40109 | 23241 | COM |
| Palo Alto Networks, Inc. | 123489 | 22747 | COM |
| ServiceNow, Inc. | 146977 | 22515 | COM |
| NextEra Energy, Inc. | 271281 | 21778 | COM |
| American Tower Corporation | 122175 | 21450 | COM |
| Eli Lilly and Company | 18941 | 20356 | COM |
| Aptargroup, Inc. | 157619 | 19223 | COM |
| Automatic Data Processing, Inc. | 73645 | 18944 | COM |
| Alphabet Inc. Class A | 59473 | 18615 | CAP STK CL A |
| IDEXX Laboratories, Inc. | 27055 | 18304 | COM |
| Marsh | 98027 | 18186 | COM |
| Air Products and Chemicals, Inc. | 72926 | 18014 | COM |
| Roper Technologies, Inc. | 40221 | 17904 | COM |
| Chevron Corporation | 109989 | 16763 | COM |
| AbbVie, Inc. | 71223 | 16274 | COM |
| Johnson & Johnson | 73462 | 15203 | COM |
| JPMorgan Chase & Co. | 44958 | 14486 | COM |
| Vanguard Short-Term Inflation-Protected ETF | 283269 | 14010 | STRM INFPROIDX |
| Vanguard Extended Market ETF | 66251 | 13854 | EXTEND MKT ETF |
| Eaton Corp. PLC | 41446 | 13201 | SHS |
| Zebra Technologies Corporation Class A | 51984 | 12623 | CL A |
| Vanguard Dividend Appreciation ETF | 57233 | 12579 | DIV APP ETF |
| Xylem Inc. | 88586 | 12064 | COM |
| Costco Wholesale Corporation | 13536 | 11673 | COM |
| Meta Platforms | 17411 | 11493 | CL A |
| Vanguard Total Stock Market ETF | 32342 | 10843 | TOTAL STK MKT |
| Abbott Laboratories | 82625 | 10352 | COM |
| Parker-Hannifin Corporation | 11259 | 9896 | COM |
| McCormick & Company, Inc. | 142150 | 9682 | COM NON VTG |
| PepsiCo, Inc. | 63433 | 9104 | COM |
| Walt Disney Company | 79272 | 9019 | COM |
| Danaher Corporation | 39323 | 9002 | COM |
| McDonald's Corporation | 28225 | 8626 | COM |
| Procter & Gamble Company | 60013 | 8600 | COM |
| TJX Companies Inc | 55761 | 8565 | COM |
| ASML Holding NV ADR | 7771 | 8314 | N Y REGISTRY SHS |
| Lincoln Electric Holdings, Inc. | 34477 | 8262 | COM |
| TE Connectivity PLC | 36088 | 8210 | ORD SHS |
| NIKE, Inc. Class B | 127177 | 8102 | CL B |
| Sherwin-Williams Company | 23726 | 7688 | COM |
| EOG Resources, Inc. | 70736 | 7428 | COM |
| Home Depot, Inc. | 21165 | 7283 | COM |
| SPDR S&P Midcap 400 ETF Trust | 11555 | 6971 | UTSER1 S&PDCRP |
| Vanguard Short-Term Corporate Bond ETF | 86967 | 6934 | SHRT TRM CORP BD |
| VanEck Morningstar Wide Moat ETF | 66197 | 6855 | MORNINGSTAR WIDE |
| iShares Core S&P Small Cap ETF | 56056 | 6737 | CORE S&P SCP ETF |
| Palantir Technologies Inc | 37730 | 6707 | CL A |
| Adobe Inc. | 18885 | 6610 | COM |
| Netflix Inc | 69357 | 6503 | COM |
| Invesco Variable Rate Preferred ETF | 248177 | 6038 | VAR RATE PFD |
| Analog Devices, Inc. | 21763 | 5902 | COM |
| iShares iBonds Treasury 2027 | 259199 | 5824 | IBONDS 27 TRM TS |
| iShares iBonds Treasury 2028 | 251654 | 5628 | IBONDS 28 TRM TS |
| Vanguard Core Bond ETF | 71637 | 5580 | CORE BD ETF |
| Invesco QQQ Trust | 8919 | 5479 | UNIT SER 1 |
| Nestle S.A. Sponsored ADR | 51413 | 5081 | COM |
| iShares iBonds Treasury 2026 | 220514 | 5044 | IBONDS 26 TRM TS |
| Vanguard Short-Term Bond ETF | 62941 | 4960 | SHORT TRM BOND |
| Merck & Co., Inc. | 46424 | 4887 | COM |
| American Express Company | 12910 | 4776 | COM |
| Lowe's Companies, Inc. | 19625 | 4733 | COM |
| Hubbell Incorporated Class B | 10618 | 4716 | COM |
| iShares Core S&P 500 ETF | 6548 | 4485 | CORE S&P500 ETF |
| Trane Technologies plc | 11296 | 4396 | SHS |
| Exxon Mobil Corporation | 35597 | 4284 | COM |
| Monolithic Power Systems, Inc. | 4653 | 4217 | COM |
| Vanguard Short-Term Treasury ETF | 70832 | 4160 | SHORT TERM TREAS |
| Welltower, Inc. | 22043 | 4091 | COM |
| Berkshire Hathaway Inc. Class A | 5 | 3774 | CL A |
| Waste Management, Inc. | 17117 | 3761 | COM |
| iShares Core S&P Mid-Cap ETF | 54816 | 3618 | CORE S&P MCP ETF |
| Taiwan Semiconductor MFG. | 11627 | 3533 | SPONSORED ADS |
| Caterpillar Inc. | 5983 | 3427 | COM |
| Synopsys, Inc. | 7253 | 3407 | COM |
| iShares S&P 500 Growth ETF | 27399 | 3377 | S&P 500 GRWT ETF |
| RTX Corporation | 17857 | 3275 | COM |
| Vanguard FTSE Developed Markets ETF | 50725 | 3169 | VAN FTSE DEV MKT |
| Coca-Cola Company | 44673 | 3123 | COM |
| Amgen Inc. | 9167 | 3000 | COM |
| General Mills, Inc. | 63666 | 2960 | COM |
| Vanguard Mid-Cap ETF | 9964 | 2892 | MID CAP ETF |
| Vanguard Large-Cap ETF | 9166 | 2885 | LARGE CAP ETF |
| RPM International Inc. | 27535 | 2864 | COM |
| Corning Inc | 32555 | 2851 | COM |
| Qualcomm Inc | 16547 | 2830 | COM |
| Boston Scientific Corporation | 29624 | 2825 | COM |
| iShares iBonds Treasury 2029 | 126211 | 2770 | IBONDS 29 TRM TS |
| Oracle Corporation | 14116 | 2751 | COM |
| Illinois Tool Works Inc. | 10945 | 2696 | COM |
| Medtronic PLC | 27433 | 2635 | SHS |
| JPMorgan Ultra-Short Income ETF | 51904 | 2626 | ULTRA SHRT INC |
| Norfolk Southern Corporation | 8473 | 2446 | COM |
| Vanguard Total International Stock ETF | 32003 | 2414 | VG TL INTL STK F |
| First Solar, Inc. | 9100 | 2377 | COM |
| Aflac Incorporated | 21006 | 2316 | COM |
| iShares iBonds Treasury 2030 | 115375 | 2290 | IBOND DEC 2030 |
| iShares Treasury Floating Rate Bond ETF | 45080 | 2275 | TRS FLT RT BD |
| Walmart Inc. | 20012 | 2230 | COM |
| iShares iBonds Treasury 2031 | 105256 | 2160 | IBONDS DEC 2031 |
| Vanguard FTSE All-World ex-US ETF | 28641 | 2107 | ALLWRLD EX US |
| Applied Materials, Inc. | 8132 | 2090 | COM |
| UnitedHealth Group Incorporated | 6325 | 2088 | COM |
| Nextnav Inc | 125000 | 2080 | COMMON STOCK |
| Vanguard Instl Index (FD Ultra-Short Trea) | 27046 | 2041 | ULTRA-SHORT TREA |
| Vanguard Intermediate-Term Bond ETF | 25945 | 2021 | INTERMED TERM |
| Gilead Sciences, Inc. | 16340 | 2006 | COM |
| Amphenol Corporation | 14608 | 1974 | CL A |
| 3M Company | 12118 | 1940 | COM |
| Tyler Technologies, Inc. | 4198 | 1906 | COM |
| iShares U.S. Technology ETF | 9500 | 1897 | U.S. TECH ETF |
| Novo Nordisk A/S Sponsored ADR Class B | 37120 | 1889 | ADR |
| American Water Works Co Inc | 14243 | 1859 | COM |
| Vanguard Real Estate ETF | 20234 | 1790 | REAL ESTATE ETF |
| Clorox Company | 17203 | 1735 | COM |
| Vanguard Ultra-Short Bond ETF | 33745 | 1682 | VANGUARD ULTRA |
| Verizon Communications Inc. | 41260 | 1681 | COM |
| iShares iBonds Treasury 2032 | 72218 | 1666 | IBONDS DEC 2032 |
| Bristol-Myers Squibb Company | 30062 | 1622 | COM |
| Philip Morris International Inc. | 10074 | 1616 | COM |
| iShares Russell Midcap ETF | 16729 | 1611 | RUS MID CAP ETF |
| Sandisk Corp Com | 6733 | 1598 | COM |
| Flextronics Int'l LTD | 26279 | 1588 | ORD |
| Accenture Plc Class A | 5887 | 1579 | SHS CLASS A |
| iShares Expanded Tech Sector ETF | 12059 | 1558 | EXPND TEC SC ETF |
| Bank of New York Mellon Corporation | 13388 | 1554 | COM |
| Pfizer Inc. | 62364 | 1553 | COM |
| iShares Russell 2000 ETF | 6236 | 1535 | RUSSELL 2000 ETF |
| CrowdStrike Holdings, Inc. Class A | 3256 | 1526 | CL A |
| Mondelez International, Inc. Class A | 27611 | 1486 | CL A |
| Intuit Inc. | 2175 | 1441 | COM |
| iShares Russell 2000 Growth ETF | 4441 | 1434 | RUS 2000 GRW ETF |
| Cisco Systems, Inc. | 18249 | 1406 | COM |
| FedEx Corporation | 4798 | 1386 | COM |
| Novartis AG Sponsored ADR | 10035 | 1384 | SPONSORED ADR |
| Target Corporation | 14017 | 1370 | COM |
| State Street Corporation | 9486 | 1224 | COM |
| iShares S&P 500 Value ETF | 5743 | 1218 | S&P 500 VAL ETF |
| Steris PLC | 4629 | 1174 | SHS USD |
| Broadcom Inc. | 3342 | 1157 | COM |
| Vanguard Short Duration Tax Exempt Bond ETF | 14989 | 1146 | SHORT TAX EXEMPT |
| Vanguard Core Tax-Ex Bond | 14829 | 1121 | CORE TAX EXEMPT |
| Teradyne, Inc. | 5767 | 1116 | COM |
| Emerson Electric Co. | 8006 | 1063 | COM |
| GATX Corporation | 6220 | 1055 | COM |
| International Business Machines Corporation | 3530 | 1046 | COM |
| Shopify, Inc. Class A | 6359 | 1024 | CL A SUB VTG SHS |
| Starwood Property Trust, Inc. | 53005 | 955 | COM |
| Linde PLC | 2173 | 927 | SHS |
| Diamondback Energy Inc | 6000 | 902 | COM |
| Ingersoll Rand Inc. | 11356 | 900 | COM |
| iShares Short Treasury Bond Fund | 8109 | 893 | SHORT TREAS BD |
| Comcast Corporation Class A | 29147 | 871 | CL A |
| Mastercard Incorporated Class A | 1523 | 869 | CL A |
| Conocophillips | 9139 | 856 | COM |
| Innodata Inc Com New | 16400 | 836 | COM NEW |
| JPMorgan Ultra-Short Municipal Income ETF | 16165 | 823 | ULTRA SHT MUNCPL |
| Becton, Dickinson and Company | 4023 | 781 | COM |
| iShares MSCI EAFE ETF | 8097 | 778 | MSCI EAFE ETF |
| O'Reilly Automotive, Inc. | 8506 | 776 | COM |
| Hologic, Inc. | 10410 | 775 | COM |
| ABB Ltd ADR | 10450 | 773 | SPONSORED ADR |
| Kinder Morgan Inc Class P | 27328 | 751 | COM |
| Cheniere Energy | 3775 | 734 | COM NEW |
| WisdomTree Emerging Markets SmallCap Dividend Fund | 12451 | 713 | EMG MKTS SMCAP |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | 13478 | 713 | ISHS 1-5YR INVS |
| Altria Group Inc | 12323 | 711 | COM |
| Honeywell International Inc. | 3585 | 699 | COM |
| JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf) | 10460 | 695 | HEDGED EQUITY LA |
| Allegion PLC | 4346 | 692 | ORD SHS |
| Vanguard Growth ETF | 1414 | 690 | GROWTH ETF |
| iShares Gold Trust | 8421 | 684 | ISHARES NEW |
| Vanguard High Dividend Yield Index ETF | 4740 | 680 | HIGH DIV YLD |
| PNC Financial Services Group, Inc. | 3245 | 677 | COM |
| Deere & Company | 1447 | 674 | COM |
| iShares Russell 1000 Growth ETF | 1403 | 664 | RUS 1000 GRW ETF |
| Churchill Capital Corp X | 42000 | 655 | SHS CL A |
| Antero Midstream Corp. | 35000 | 623 | COM |
| Colgate-Palmolive Company | 7853 | 621 | COM |
| Kimberly-Clark Corporation | 6132 | 619 | COM |
| Lennar Corporation Class A | 5986 | 615 | CL A |
| Shell PLC ADR | 8369 | 615 | SPON ADS |
| Dover Corporation | 3141 | 613 | COM |
| Johnson Controls International PLC | 4999 | 599 | COM |
| Chubb Limited | 1862 | 581 | COM |
| GE Aerospace | 1861 | 573 | COM NEW |
| Franklin Pennsylvania Municipal Income ETF | 65516 | 565 | FRANKLIN PENNSYL |
| Vanguard FTSE Emerging Markets ETF | 10341 | 556 | FTSE EMR MKT ETF |
| Sprott Physical Gold and Silver Trust | 12056 | 552 | TR UNIT |
| Marriott International, Inc. Class A | 1778 | 552 | CL A |
| Avery Dennison Corporation | 3000 | 546 | COM |
| Fastenal Company | 13600 | 546 | COM |
| Insulet Corporation | 1900 | 540 | COM |
| GE Vernova Inc | 821 | 537 | COM |
| Fidelity Total (bond Etf) | 11574 | 533 | TOTAL BD ETF |
| Trimble Inc. | 6675 | 523 | COM |
| Church & Dwight Co., Inc. | 6152 | 516 | COM |
| Blackstone Group Inc. Class A | 3339 | 515 | COM CL A |
| iShares S&P Mid-Cap 400 Value ETF | 3899 | 513 | S&P MC 400VL ETF |
| Root Inc | 6869 | 496 | CL A NEW |
| Eastern Bankshares Inc | 26776 | 493 | COM |
| Vanguard Energy ETF | 3874 | 488 | ENERGY ETF |
| Northern Trust Corporation | 3497 | 478 | COM |
| AT&T Inc. | 18560 | 461 | COM |
| Starbucks Corporation | 5388 | 454 | COM |
| Weyerhaeuser Company | 18966 | 449 | COM NEW |
| Hartford Financial | 3233 | 446 | COM |
| Travelers Companies, Inc. | 1525 | 442 | COM |
| Bank Of America Corp | 8021 | 441 | COM |
| Nextracker Inc Class | 4969 | 433 | CLASS A COM |
| Autozone Inc | 127 | 431 | COM |
| iShares 20 Year Treasury Bond ETF | 4820 | 420 | 20 YR TR BD ETF |
| Globalstar Inc | 6666 | 407 | COM NEW |
| Airbnb Inc Com CL A | 2948 | 400 | COM CL A |
| Agnico Eagle Mines LTD | 2344 | 397 | COM |
| Diageo PLC Sponsored ADR | 4516 | 390 | SPON ADR NEW |
| Sysco Corporation | 5280 | 389 | COM |
| Dollar General Corporation | 2877 | 382 | COM |
| H&R Block, Inc. | 8600 | 375 | COM |
| Waters Corporation | 979 | 372 | COM |
| Texas Instruments Incorporated | 2138 | 371 | COM |
| iShares Micro-Cap ETF | 2333 | 368 | MICRO-CAP ETF |
| Uber Technologies, Inc. | 4478 | 366 | COM |
| Carrier Global Corp. | 6883 | 364 | COM |
| V F Corp | 20000 | 362 | COM |
| J P Morgan Exchange (traded FD Municipal Etf) | 6963 | 352 | MUNICIPAL ETF |
| Intercontinental Exchange, Inc. | 2165 | 351 | COM |
| Fiserv, Inc. | 5172 | 347 | COM |
| Vanguard Intermediate-Term Treasury ETF | 5723 | 343 | INTER TERM TREAS |
| Moody's Corporation | 671 | 343 | COM |
| Neogen Corporation | 49110 | 343 | COM |
| Vertex Pharmaceuticals Incorporated | 746 | 338 | COM |
| Veralto Corp-W/I | 3366 | 336 | COM SHS |
| Waste Connections, Inc. | 1890 | 331 | COM |
| SPDR S&P Dividend ETF | 2361 | 329 | S&P DIVID ETF |
| Canadian Pacific Kansas City | 4453 | 328 | COM |
| Goldman Sachs Group, Inc. | 370 | 325 | COM |
| Wells Fargo & Company | 3423 | 319 | COM |
| iShares TR MSCI USA (min Vol) | 3389 | 319 | MSCI USA MIN VOL |
| Chesapeake Utilities | 2550 | 318 | COM |
| Prologis, Inc. | 2482 | 317 | COM |
| SPDR Bloomberg Barclays Convertible Securities ETF | 3510 | 313 | BLMBRG BRC CONVRT |
| iShares TIPS Bond ETF | 2816 | 310 | TIPS BD ETF |
| iShares Floating Rate Bond ETF | 6038 | 307 | FLTG RATE NT ETF |
| Vanguard Consumer Staples ETF | 1427 | 301 | CONSUM STP ETF |
| Franklin New York Municipal Income ETF | 38243 | 300 | FRANKLIN NY MUNI |
| Arthur J. Gallagher & Co. | 1150 | 298 | COM |
| Intel Corporation | 7915 | 292 | COM |
| New York Times Company Class A | 4200 | 292 | CL A |
| McKesson Corporation | 355 | 291 | COM |
| Vanguard Intermediate-Term Corporate Bond ETF | 3450 | 289 | INT-TERM CORP |
| New Jersey Res Corp | 6216 | 287 | COM |
| Watsco Inc | 835 | 281 | COM |
| CVS Health Corporation | 3520 | 279 | COM |
| Vanguard Small-Cap ETF | 1070 | 276 | SMALL CP ETF |
| iShares 0-5 Year TIPS Bond ETF | 2696 | 276 | 0-5 YR TIPS ETF |
| Keysight Technologies | 1356 | 276 | COM |
| Science Applications International Corp. | 2735 | 275 | COM |
| Seagate Technology Holdings | 1000 | 275 | SHS |
| iShares Russell 1000 ETF | 725 | 271 | RUS 1000 ETF |
| Franklin Municipal Income ETF | 34576 | 270 | FRANKLIN MUNI |
| Brown & Brown Inc | 3285 | 262 | COM |
| iShares Core U.S. Aggregate Bond ETF | 2615 | 261 | CORE US AGGBD ET |
| Terreno Realty Corp | 4415 | 259 | COM |
| Cognizant Technology Solutions Corporation Class A | 3120 | 259 | CL A |
| L3Harris Technologies Inc | 879 | 258 | COM |
| Booking Holdings Inc | 48 | 257 | COM |
| Otis Worldwide Corporation | 2942 | 257 | COM |
| SPDR Portfolio Short Term Corporate Bond ETF | 8280 | 250 | PORTFOLIO SHORT |
| Alcon, Inc. | 3156 | 249 | ORD SHS |
| SS&C Technologies Holdings, Inc. | 2840 | 248 | COM |
| NXP Semiconductors | 1140 | 247 | COM |
| VanEck Vectors Short Muni ETF | 13896 | 242 | VANECK SHRT MUNI |
| SPDR Bloomberg Barclays High Yield Bond ETF | 2445 | 238 | STATE STREET SPD |
| Janus Henderson Group PLC | 5000 | 238 | ORD SHS |
| Progressive Corporation | 1036 | 236 | COM |
| Vanguard Total Bond Market ETF | 3147 | 233 | TOTAL BND MRKT |
| The Vanguard Short-Term Tax-Exempt Bond ETF | 2250 | 229 | SHORT TRM TAX EX |
| iShares MSCI ACWI ETF | 1600 | 226 | MSCI ACWI ETF |
| AMETEK, Inc. | 1085 | 223 | COM |
| iShares MSCI USA ESG Select ETF | 1600 | 223 | ESG OPTIMIZED |
| US Foods Holding Corp | 2935 | 221 | COM |
| iShares S&P Small-Cap 600 Value ETF | 1930 | 219 | SP SMCP600VL ETF |
| Ferguson Enterprises | 976 | 217 | COMMON STOCK NEW |
| Fortive Corp. | 3920 | 216 | COM |
| Lamar Advertising Co CL A | 1695 | 215 | CL A |
| Labcorp Holdings Inc | 850 | 213 | COM SHS |
| Wintrust Financial Corporation | 1500 | 210 | COM |
| Unilever PLC | 3120 | 204 | SPON ADR NEW |
| Copart, Inc. | 5200 | 204 | COM |
| Energy Select Sector SPDR Fund | 4564 | 204 | ENERGY |
| Nuveen Nasdaq 100 (dynamic Overwrite Fund) | 7152 | 204 | COM SHS |
| Constellation Energy | 571 | 202 | COM |
| SPDR DoubleLine Total Return Tactical ETF | 5000 | 201 | STATE STREET DOU |
| Viewra, Inc | 10000 | 0 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.